Salesforce Sales Cloud Features
What are the features of Salesforce Sales Cloud?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Knowledge Base
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Salesforce Sales Cloud Categories on G2
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Platform
Customization | Based on 3282 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 85% (Based on 3,282 reviews) | |
Workflow Capability | Based on 3288 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 85% (Based on 3,288 reviews) | |
User, Role, and Access Management | Based on 3312 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 3,312 reviews) | |
Internationalization | Based on 2596 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 83% (Based on 2,596 reviews) | |
Sandbox / Test Environments | Based on 2871 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 85% (Based on 2,871 reviews) | |
Document & Content Mgmt. | Based on 2898 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 81% (Based on 2,898 reviews) | |
Performance and Reliability | Based on 3298 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 3,298 reviews) | |
Output Document Generation | Based on 2739 Salesforce Sales Cloud reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 81% (Based on 2,739 reviews) | |
Data Synchronization | Syncs lead data within the sales database for consistency and accuracy 364 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 364 reviews) | |
Analysis | Based on 364 Salesforce Sales Cloud reviews. Provides analysis on lead scores, funnel insights, and both open and closed opportunities | 86% (Based on 364 reviews) |
Sales Force Automation
Contact & Account Management | Based on 9096 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 88% (Based on 9,096 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 6046 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 82% (Based on 6,046 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 8824 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 87% (Based on 8,824 reviews) | |
Task / Activity Management | Based on 9085 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 83% (Based on 9,085 reviews) | |
Territory & Quota Management | Based on 6973 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 80% (Based on 6,973 reviews) | |
Desktop Integration | Based on 7269 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 82% (Based on 7,269 reviews) | |
Product & Price List Management | Based on 6413 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 80% (Based on 6,413 reviews) | |
Quote & Order Management | Based on 6311 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 81% (Based on 6,311 reviews) | |
Customer Contract Management | Based on 7067 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 83% (Based on 7,067 reviews) |
Marketing Automation
Email Marketing | Based on 6330 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 79% (Based on 6,330 reviews) | |
Campaign Management | Based on 6653 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 81% (Based on 6,653 reviews) | |
Lead Management | Based on 7673 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 85% (Based on 7,673 reviews) | |
Marketing ROI Analytics | Based on 5097 Salesforce Sales Cloud reviews. Enables analysis of effectiveness of an organizations various marketing activities | 79% (Based on 5,097 reviews) |
Customer Support
Case Management | See feature definition | Based on 6480 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 83% (Based on 6,480 reviews) |
Customer Support Portal | Based on 6058 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 81% (Based on 6,058 reviews) | |
Knowledge Base | Based on 6454 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 82% (Based on 6,454 reviews) | |
Call Center Features | Based on 5175 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 80% (Based on 5,175 reviews) | |
Support Analytics | Based on 5668 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 82% (Based on 5,668 reviews) |
Integration
Data Import & Export Tools | Based on 2337 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 85% (Based on 2,337 reviews) | |
Integration APIs | Based on 2793 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 85% (Based on 2,793 reviews) | |
Breadth of Partner Applications | Based on 2640 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 85% (Based on 2,640 reviews) |
Mobile & Social
Social Collaboration Features | Based on 5307 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 79% (Based on 5,307 reviews) | |
Social Network Integration | Based on 4938 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 78% (Based on 4,938 reviews) | |
Mobile User Support | Based on 5787 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 77% (Based on 5,787 reviews) |
Reporting & Analytics
Reporting | Based on 8614 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 85% (Based on 8,614 reviews) | |
Dashboards | Based on 8801 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 85% (Based on 8,801 reviews) | |
Forecasting | Based on 7113 Salesforce Sales Cloud reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 82% (Based on 7,113 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 860 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 860 reviews) | |
Exporting & Sharing Data | Based on 891 Salesforce Sales Cloud reviews. Enables user to communicate data by securely exporting and sharing it. | 87% (Based on 891 reviews) | |
Multi-Device Data Visualization | As reported in 795 Salesforce Sales Cloud reviews. Allows users to view data visualizations on several devices. | 83% (Based on 795 reviews) | |
Interactive Dashboards | As reported in 919 Salesforce Sales Cloud reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 87% (Based on 919 reviews) | |
Data Segmentation | As reported in 856 Salesforce Sales Cloud reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 86% (Based on 856 reviews) |
Predictive Analytics
Lead Scoring | Based on 836 Salesforce Sales Cloud reviews. Provides scores or rankings of each prospect based on the data provided. | 84% (Based on 836 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 852 Salesforce Sales Cloud reviews. | 86% (Based on 852 reviews) | |
Risk Analysis | Based on 751 Salesforce Sales Cloud reviews. Warns sales teams of accounts that may be at risk of being lost. | 81% (Based on 751 reviews) | |
Live Forecasting | Based on 793 Salesforce Sales Cloud reviews. Provides live customer data so that sales organizations forecasts stay current. | 83% (Based on 793 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. 882 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 882 reviews) | |
Sales Gamification | Based on 758 Salesforce Sales Cloud reviews. Enables competition between a sales team by providing things like challenges and scoreboards. | 81% (Based on 758 reviews) | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 875 Salesforce Sales Cloud reviews. | 86% (Based on 875 reviews) | |
Activity Tracking | Based on 943 Salesforce Sales Cloud reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 88% (Based on 943 reviews) |
Content Management
Content Import | Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 308 Salesforce Sales Cloud reviews. | 83% (Based on 308 reviews) | |
Content Creation | Based on 298 Salesforce Sales Cloud reviews. Overall functionality of building unique sales and marketing collateral within the product | 81% (Based on 298 reviews) | |
Templates | Based on 283 Salesforce Sales Cloud reviews. Pre-built templates for fast and simple content creation | 82% (Based on 283 reviews) | |
Advanced Search | Ability to search through all content to easily find necessary collateral This feature was mentioned in 274 Salesforce Sales Cloud reviews. | 85% (Based on 274 reviews) | |
Content Storage | As reported in 292 Salesforce Sales Cloud reviews. Overall storage and organziation capabilities | 82% (Based on 292 reviews) |
Analytics
Reporting | Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral 298 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 298 reviews) | |
Alerts | Notification as to when a prospects interacts with a piece of collateral This feature was mentioned in 297 Salesforce Sales Cloud reviews. | 84% (Based on 297 reviews) | |
Account-Based Engagement | As reported in 181 Salesforce Sales Cloud reviews. The level of engagement for a specific account based on the presented collateral | 84% (Based on 181 reviews) | |
Content Utilization | How frequently sales teams use a particular piece of content and its effectiveness 306 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 306 reviews) | |
Open Rates | Records the rate at which emails are opened. 491 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 491 reviews) | |
Link Activity | Based on 499 Salesforce Sales Cloud reviews. Records the rate at which links in emails are followed. | 84% (Based on 499 reviews) | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 512 Salesforce Sales Cloud reviews. | 84% (Based on 512 reviews) |
Presentation
Live Presentation | Ability to present to a prospect in-person 172 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 74% (Based on 172 reviews) | |
Screenshare | Virtual presentation capabilities via sharing screens 172 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 73% (Based on 172 reviews) | |
Mobile Presentation | Based on 163 Salesforce Sales Cloud reviews. The option to present live on a mobile device | 72% (Based on 163 reviews) |
Training
Knowledge Base | Organizes knowledge from fellow sales representatives and other experienced employees for reference. This feature was mentioned in 232 Salesforce Sales Cloud reviews. | 88% (Based on 232 reviews) | |
Coaching Materials | Offers content and training for new hires within the tool. 225 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 225 reviews) | |
Playbook Creation | Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. This feature was mentioned in 186 Salesforce Sales Cloud reviews. | 85% (Based on 186 reviews) | |
Video Record | Based on 222 Salesforce Sales Cloud reviews. Records users' practice or live pitches for future reference and improvement. | 84% (Based on 222 reviews) |
Feedback
Review | Based on 214 Salesforce Sales Cloud reviews. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | 87% (Based on 214 reviews) | |
Scorecard | Provides a scorecard to display team and/or individual performance. This feature was mentioned in 211 Salesforce Sales Cloud reviews. | 86% (Based on 211 reviews) | |
Coaching Card | Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. 191 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 191 reviews) | |
Leaderboard | Projects team sales performance publicly to reward and motivate employees. 181 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 181 reviews) | |
Real-Time Updates | Based on 205 Salesforce Sales Cloud reviews. Updates sales data in real-time so as to help teams remain close to their goals. | 88% (Based on 205 reviews) | |
Notifications | Based on 206 Salesforce Sales Cloud reviews. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | 88% (Based on 206 reviews) | |
Competition | Motivates employees by creating time-sensitive competititons that drive performance. This feature was mentioned in 178 Salesforce Sales Cloud reviews. | 87% (Based on 178 reviews) |
Attribution
Lead Opportunity | Aligns lead scores with predefined lead distribution criteria 380 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 89% (Based on 380 reviews) | |
Lead Assignment | As reported in 384 Salesforce Sales Cloud reviews. Matches and assigns leads to the correct sales representative | 89% (Based on 384 reviews) | |
Pipeline Acceleration | Based on 366 Salesforce Sales Cloud reviews. Determines which leads should be prioritized and then accelerates them up the pipeline | 86% (Based on 366 reviews) |
Discovery
Lead Management | Integrates with lead capture and lead intelligence tools to discover leads 387 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 89% (Based on 387 reviews) | |
Scoring/Ranking | As reported in 382 Salesforce Sales Cloud reviews. Creates and assigns scoring system to rank the viability of leads | 86% (Based on 382 reviews) | |
Lead Context | As reported in 364 Salesforce Sales Cloud reviews. Integrates with CRM or marketing automation tools to contextualize lead data | 86% (Based on 364 reviews) |
Management
Conversion Viability | Based on 354 Salesforce Sales Cloud reviews. Reports on and analyzes lead scores to determine the conversion rate of lead opportunities | 85% (Based on 354 reviews) | |
Workflow | Based on 372 Salesforce Sales Cloud reviews. Aligns lead scores and strategy with existing sales operations | 87% (Based on 372 reviews) |
Calling
Record Calls | Based on 138 Salesforce Sales Cloud reviews. Records calls for future reference. | 86% (Based on 138 reviews) | |
Generate Location | Generates an area code local to where the user is calling to increase likelihood of pick-up. 132 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 132 reviews) | |
Call Types | Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. 141 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 141 reviews) | |
Click-to-Call | Based on 137 Salesforce Sales Cloud reviews. Gathers contacts from integrated tools, allowing users to call with one click. | 87% (Based on 137 reviews) |
Contacts
Personalization | Based on 133 Salesforce Sales Cloud reviews. Retains a log of extraneous contact information such as timezone and contact engagement. | 88% (Based on 133 reviews) | |
Information Locater | Finds and opens saved contact information for reference at the time of a new call. 135 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 135 reviews) | |
Record Prospect Data | Allows users to denote which contacts they believe are prospective customers. 137 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 137 reviews) |
Insights
Notes | Allows users to take notes during or after the call for future reference. This feature was mentioned in 141 Salesforce Sales Cloud reviews. | 91% (Based on 141 reviews) | |
Daily Summary | Delivers users a daily summary of activity. 139 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 139 reviews) | |
Automated Voicemails | Based on 135 Salesforce Sales Cloud reviews. Sends automated voicemails to prospective clients who fail to answer. | 83% (Based on 135 reviews) | |
Automated Emails | Sends automated emails to increase engagement with prospective clients. 145 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 145 reviews) | |
Sorts Prospects | As reported in 140 Salesforce Sales Cloud reviews. Organizes contacts based on probability of success. | 84% (Based on 140 reviews) |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 542 Salesforce Sales Cloud reviews. | 87% (Based on 542 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. This feature was mentioned in 510 Salesforce Sales Cloud reviews. | 85% (Based on 510 reviews) | |
Notifications | As reported in 547 Salesforce Sales Cloud reviews. Reminds administrators to follow-up on emails based on pre-set reminders. | 86% (Based on 547 reviews) | |
Email Categorization | Allows for the categorization of emails. This feature was mentioned in 492 Salesforce Sales Cloud reviews. | 84% (Based on 492 reviews) | |
Templates | As reported in 519 Salesforce Sales Cloud reviews. Allows for the creation of templates for frequently-sent emails. | 84% (Based on 519 reviews) |
Incentives
Badges | Based on 339 Salesforce Sales Cloud reviews. Assigns achievement badges to high-performing employees based on pre-determined standards. | 81% (Based on 339 reviews) | |
Triggers | As reported in 406 Salesforce Sales Cloud reviews. Automatically recognizes achievements that should be added to the leaderboard. | 84% (Based on 406 reviews) | |
Commission Calculator | As reported in 342 Salesforce Sales Cloud reviews. Helps users determine sales goals by calculating potential commission rates. | 79% (Based on 342 reviews) | |
Leaderboards | Based on 419 Salesforce Sales Cloud reviews. Highlights top-performing employees to publicly reward their achievements. | 85% (Based on 419 reviews) |
Personalization
Profiles | As reported in 381 Salesforce Sales Cloud reviews. Creates user profiles similar to social media pages that display private or public statuses and updates. | 86% (Based on 381 reviews) | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. 461 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 461 reviews) | |
Dashboards | As reported in 491 Salesforce Sales Cloud reviews. Visualizes individual and team insights such as new leads and outbound calls. | 89% (Based on 491 reviews) | |
Goal Setting | As reported in 439 Salesforce Sales Cloud reviews. Allows teams to set trackable goals within the tool. | 86% (Based on 439 reviews) |
Administrative
Integration | As reported in 464 Salesforce Sales Cloud reviews. Integrates with CRM and financial systems to help determine goals | 87% (Based on 464 reviews) | |
Employee Structure | Organizes team members by roles, activities and objectives and weighs tasks by importance. 430 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 430 reviews) | |
Behavior Monitoring | Based on 414 Salesforce Sales Cloud reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 83% (Based on 414 reviews) |
Lead Facilitation
Customer-facing Chatbot | Offers a chatbot to initiate and carryout inital conversations with prospects and leads. This feature was mentioned in 242 Salesforce Sales Cloud reviews. | 86% (Based on 242 reviews) | |
Lead Qualification | As reported in 262 Salesforce Sales Cloud reviews. Automatically calculates which leads are the most likely to become a customer. | 88% (Based on 262 reviews) | |
Lead Follow-up | Based on 284 Salesforce Sales Cloud reviews. Automatically contacts all leads. | 87% (Based on 284 reviews) | |
Meeting Scheduling | Based on 261 Salesforce Sales Cloud reviews. Utilizes natural language processing to set up meetings. | 86% (Based on 261 reviews) |
Organization
Opportunity and Pipeline Management | As reported in 320 Salesforce Sales Cloud reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 89% (Based on 320 reviews) | |
Data Entry | Automates the entry of collected data. 312 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 88% (Based on 312 reviews) | |
Integrations / APIs | As reported in 305 Salesforce Sales Cloud reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 88% (Based on 305 reviews) |
Performance Analysis
Coaching | Provides real-time coaching to sales representatives. 255 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 84% (Based on 255 reviews) | |
Peformance Tracking | Based on 277 Salesforce Sales Cloud reviews. Tracks and analyzes sales representative performance. | 88% (Based on 277 reviews) |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. This feature was mentioned in 256 Salesforce Sales Cloud reviews. | 84% (Based on 256 reviews) | |
Sales Forecasting | Based on 270 Salesforce Sales Cloud reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 87% (Based on 270 reviews) |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. This feature was mentioned in 407 Salesforce Sales Cloud reviews. | 87% (Based on 407 reviews) | |
Email Tracking/Automation | Based on 397 Salesforce Sales Cloud reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 85% (Based on 397 reviews) | |
Calls and Voice | Based on 356 Salesforce Sales Cloud reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 80% (Based on 356 reviews) | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 351 Salesforce Sales Cloud reviews. | 80% (Based on 351 reviews) | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. This feature was mentioned in 406 Salesforce Sales Cloud reviews. | 89% (Based on 406 reviews) | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 355 Salesforce Sales Cloud reviews. | 84% (Based on 355 reviews) | |
Shared Records | Based on 370 Salesforce Sales Cloud reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | 86% (Based on 370 reviews) |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 371 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 84% (Based on 371 reviews) | |
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 390 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 390 reviews) | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. 386 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 386 reviews) | |
Sales Coaching and Insights | As reported in 373 Salesforce Sales Cloud reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 83% (Based on 373 reviews) | |
Gamification | Provides gamifaction features to rank sales reps on performance This feature was mentioned in 307 Salesforce Sales Cloud reviews. | 76% (Based on 307 reviews) |
Call Analytics
Call Recording | See feature definition | Records sales calls and facilitates playback 119 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 119 reviews) |
Machine Learning | Based on 123 Salesforce Sales Cloud reviews. Utilizes machine learning technology to analyze recorded sales calls | 85% (Based on 123 reviews) | |
Call Analysis | Analyzes or facilitates the analysis of recorded and stored sales calls for insight 118 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 86% (Based on 118 reviews) | |
Lead Qualification | Leverages analytics to qualify and score calls in real time 118 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 89% (Based on 118 reviews) |
Agent Performance Management
Customer Scoring | Leverages technology to rate or "read" recordings to determine the impact of sales calls 128 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 87% (Based on 128 reviews) | |
Speech-to-Text | Based on 112 Salesforce Sales Cloud reviews. Transcribes sales calls from speech to text | 86% (Based on 112 reviews) | |
Artificial Intelligence | Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 128 Salesforce Sales Cloud reviews. | 87% (Based on 128 reviews) |
AI and Automation
Lead Prioritization | As reported in 353 Salesforce Sales Cloud reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 85% (Based on 353 reviews) | |
Lead Scoring | As reported in 362 Salesforce Sales Cloud reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 84% (Based on 362 reviews) | |
Best Time of Day Scheduling | Based on 322 Salesforce Sales Cloud reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | 82% (Based on 322 reviews) | |
Buyer Intelligence | Based on 325 Salesforce Sales Cloud reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. | 79% (Based on 325 reviews) | |
Machine Learning | See feature definition | As reported in 307 Salesforce Sales Cloud reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | 77% (Based on 307 reviews) |
Revenue Sourcing and Forecasting
Revenue History | Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 29 Salesforce Sales Cloud reviews. | 82% (Based on 29 reviews) | |
Pipeline Management | As reported in 29 Salesforce Sales Cloud reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities | 82% (Based on 29 reviews) | |
Dashboard Analytics | Reports results on revenue attainment, conversion rate, and overall revenue analytics This feature was mentioned in 29 Salesforce Sales Cloud reviews. | 86% (Based on 29 reviews) | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices This feature was mentioned in 29 Salesforce Sales Cloud reviews. | 86% (Based on 29 reviews) | |
Data Segmentation | Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. This feature was mentioned in 29 Salesforce Sales Cloud reviews. | 83% (Based on 29 reviews) | |
Predictive Forecasting | As reported in 24 Salesforce Sales Cloud reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health | 83% (Based on 24 reviews) | |
Revenue Operations Cadence | Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success This feature was mentioned in 24 Salesforce Sales Cloud reviews. | 81% (Based on 24 reviews) |
CRM Data Enrichment
Calendar Sync | Automatically associates calendar invites to update deal progress in a CRM 30 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 81% (Based on 30 reviews) | |
Email Activity Capture | Automatically associates sales activities within emails to the relevant accounts in your CRM This feature was mentioned in 29 Salesforce Sales Cloud reviews. | 84% (Based on 29 reviews) | |
Conversation Intelligence | Based on 28 Salesforce Sales Cloud reviews. Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM | 80% (Based on 28 reviews) | |
Marketing Leads | Automatically links marketing leads to sales generated opportunities in your CRM This feature was mentioned in 30 Salesforce Sales Cloud reviews. | 79% (Based on 30 reviews) | |
Contact Capture | Based on 24 Salesforce Sales Cloud reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM | 85% (Based on 24 reviews) |
Account Management
Nonengaged Accounts | Based on 30 Salesforce Sales Cloud reviews. Identifies accounts that sales reps aren't engaging with | 79% (Based on 30 reviews) | |
Account optimization | Maximizes account coverage by determining the optimal number of accounts per rep This feature was mentioned in 30 Salesforce Sales Cloud reviews. | 79% (Based on 30 reviews) | |
Historical Patterns | Based on 30 Salesforce Sales Cloud reviews. Identifies common themes among historical deals that are won or lost | 77% (Based on 30 reviews) | |
Rep Performance | Identifies common themes and actions amongst reps that close the most deals 29 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 29 reviews) | |
Account Engagement | Allows users to track the level of engagement with each account and provides insights on frequency of engagement 24 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 24 reviews) | |
Historical Win/Loss Patterns | Based on 24 Salesforce Sales Cloud reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies | 82% (Based on 24 reviews) |
Integrations
MS Teams Integration | As reported in 120 Salesforce Sales Cloud reviews. This software integrates with Microsoft Teams. | 81% (Based on 120 reviews) | |
Email Integration | This software integrates with popular email providers. This feature was mentioned in 121 Salesforce Sales Cloud reviews. | 85% (Based on 121 reviews) | |
Zoom Integration | As reported in 121 Salesforce Sales Cloud reviews. This software integrates with Zoom. | 80% (Based on 121 reviews) | |
Google Meet Integration | This software integrates with Google Meet. This feature was mentioned in 119 Salesforce Sales Cloud reviews. | 80% (Based on 119 reviews) | |
Salesforce Integration | This software integrates with Salesforce. This feature was mentioned in 121 Salesforce Sales Cloud reviews. | 88% (Based on 121 reviews) |
Branding & Customizatio
Custom Booking Page | Provide the ability to create a custom booking page. This feature was mentioned in 117 Salesforce Sales Cloud reviews. | 81% (Based on 117 reviews) | |
Personalized Links | Provide the ability to create custom scheduling URLs. This feature was mentioned in 120 Salesforce Sales Cloud reviews. | 82% (Based on 120 reviews) | |
Personalized Web Embed | Provide the ability to create a personalized web embed. 118 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 83% (Based on 118 reviews) |
Automatic Rules & Configurations
Set Working Hours | Allow users to set automatic working hours. This feature was mentioned in 119 Salesforce Sales Cloud reviews. | 83% (Based on 119 reviews) | |
Automatic Updates | As reported in 119 Salesforce Sales Cloud reviews. Automatically update calendars after a meeting has been booked. | 83% (Based on 119 reviews) | |
Buffer Times | Provide the ability to incorporate buffer times, leaving time before and after meetings. This feature was mentioned in 122 Salesforce Sales Cloud reviews. | 79% (Based on 122 reviews) |
Sales Performance Features - Sales Planning
Account Scoring | Provides ability to score accounts based on potential revenue to prioritize accordingly. This feature was mentioned in 103 Salesforce Sales Cloud reviews. | 83% (Based on 103 reviews) | |
Revenue Planning | Based on 95 Salesforce Sales Cloud reviews. Provides ability to structure topline revenue goals. | 85% (Based on 95 reviews) | |
Account Segmentation | Segment accounts based on ideal customer profile and business objectives. This feature was mentioned in 100 Salesforce Sales Cloud reviews. | 84% (Based on 100 reviews) | |
Sales Performance | Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. This feature was mentioned in 100 Salesforce Sales Cloud reviews. | 86% (Based on 100 reviews) | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. 99 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 85% (Based on 99 reviews) | |
Integrations | Based on 98 Salesforce Sales Cloud reviews. Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. | 87% (Based on 98 reviews) | |
Scenario Modeling | Abilty to create and run "what-if" scenario modeling to inform business decisions. 96 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 80% (Based on 96 reviews) |
Territory Management - Sales Planning
Territory Management | As reported in 97 Salesforce Sales Cloud reviews. Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. | 86% (Based on 97 reviews) | |
Territory Planning | As reported in 102 Salesforce Sales Cloud reviews. Define territories to ensure optimized market coverage and allocate resources appropriately. | 84% (Based on 102 reviews) |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. This feature was mentioned in 98 Salesforce Sales Cloud reviews. | 83% (Based on 98 reviews) | |
Capacity Management | Based on 106 Salesforce Sales Cloud reviews. Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. | 83% (Based on 106 reviews) | |
Quota Planning | Design quota targets based on factors such as account size, rep performance, and pipeline needs. 99 reviewers of Salesforce Sales Cloud have provided feedback on this feature. | 82% (Based on 99 reviews) |